Newton One Investments’s iShares Select U.S. REIT ETF ICF Stock Holding History

Newton One Investments’s Portfolio ICF Stock Details ICF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-178	Closed	-$10.7K	–	121
2024 Q4	$10.7K	Buy	+178	New	+$11.4K	﹤0.01%	96
2024 Q3	–	Sell	-376	Closed	-$21.5K	–	70
2024 Q2	$21.5K	Buy	376 +2	+0.5%	+$111	0.01%	75
2024 Q1	$21.6K	Buy	374 +1	+0.3%	+$57	0.01%	77
2023 Q4	$21.9K	Sell	373 -57	-13%	-$3.01K	0.01%	75
2023 Q3	$21.6K	Hold	430	–	–	0.01%	81
2023 Q2	$23.9K	Buy	430 +1	+0.2%	+$54	0.01%	79
2023 Q1	$23.8K	Buy	429 +2	+0.5%	+$114	0.01%	77
2022 Q4	$23.4K	Hold	427	–	–	0.02%	79
2022 Q3	$23K	Hold	427	–	–	0.02%	80
2022 Q2	$26K	Hold	427	–	–	0.02%	80
2022 Q1	$30K	Hold	427	–	–	0.02%	79
2021 Q4	$32K	Buy	427 +5	+1%	+$353	0.02%	78
2021 Q3	$28K	Hold	422	–	–	0.02%	82
2021 Q2	$28K	Buy	422 +4	+1%	+$251	0.02%	83
2021 Q1	$24K	Hold	418	–	–	0.02%	58
2020 Q4	$23K	Buy	+418	New	+$22.1K	0.02%	53

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Newton One Investments's ICF Position: Q1 2025 in Review

Newton One Investments sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2025, closing a stake of 178 shares — an estimated $10.7K sold.

Newton One Investments first reported a position in ICF in Q4 2020 and held it in 16 quarters. The position peaked at $32K in Q4 2021. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2025.

Newton One Investments reported no remaining iShares Select U.S. REIT ETF position as of Q1 2025 after selling out during the quarter.
Newton One Investments sold 178 iShares Select U.S. REIT ETF shares in Q1 2025, an estimated $10.7K.
Newton One Investments first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and held it in 16 quarters.
Newton One Investments's iShares Select U.S. REIT ETF position peaked at $32K in Q4 2021.
360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2025.

Based on Newton One Investments's 13F filing for Q1 2025, filed 21 Apr 2025.